Courier Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Courier Capital’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.63M	Buy	35,505 +1,770	+5%	+$263K	0.28%	91
2026 Q1	$4.95M	Buy	33,735 +1,375	+4%	+$212K	0.28%	88
2025 Q4	$5.01M	Buy	32,360 +487	+2%	+$72.9K	0.28%	91
2025 Q3	$4.44M	Sell	31,873 -941	-3%	-$127K	0.25%	95
2025 Q2	$4.42M	Sell	32,814 -4,264	-12%	-$576K	0.27%	94
2025 Q1	$5.41M	Sell	37,078 -7,321	-16%	-$1.06M	0.35%	73
2024 Q4	$6.11M	Sell	44,399 -11,147	-20%	-$1.63M	0.42%	59
2024 Q3	$8.56M	Buy	55,546 +26,972	+94%	+$4.09M	0.59%	41
2024 Q2	$4.16M	Sell	28,574 -18,985	-40%	-$2.72M	0.33%	67
2024 Q1	$7.03M	Buy	47,559 +909	+2%	+$130K	0.51%	51
2023 Q4	$6.36M	Buy	46,650 +3,047	+7%	+$396K	0.48%	52
2023 Q3	$5.61M	Buy	43,603 +24,201	+125%	+$3.21M	0.47%	55
2023 Q2	$2.58M	Buy	19,402 +4,280	+28%	+$564K	0.2%	105
2023 Q1	$1.96M	Buy	15,122 +1,213	+9%	+$158K	0.22%	91
2022 Q4	$1.89M	Buy	13,909 +1,156	+9%	+$153K	0.22%	92
2022 Q3	$1.54M	Buy	12,753 +1,263	+11%	+$163K	0.19%	102
2022 Q2	$1.47M	Buy	11,490 +878	+8%	+$115K	0.17%	106
2022 Q1	$1.45M	Buy	10,612 +316	+3%	+$41.8K	0.15%	109
2021 Q4	$1.45M	Buy	10,296 +674	+7%	+$89.5K	0.13%	112
2021 Q3	$1.23M	Buy	9,622 +610	+7%	+$80.6K	0.12%	124
2021 Q2	$1.14M	Buy	9,012 +497	+6%	+$60.9K	0.11%	131
2021 Q1	$994K	Buy	8,515 +840	+11%	+$97K	0.1%	131
2020 Q4	$871K	Buy	7,675 +464	+6%	+$50.6K	0.09%	130
2020 Q3	$793K	Buy	7,211 +1,335	+23%	+$141K	0.1%	130
2020 Q2	$597K	Buy	5,876 +2,055	+54%	+$203K	0.08%	143
2020 Q1	$370K	Buy	3,821 +1,138	+42%	+$111K	0.05%	178
2019 Q4	$276K	Buy	+2,683	New	+$258K	0.03%	235
2018 Q4	–	Sell	-2,100	Closed	-$200K	–	289
2018 Q3	$200K	Buy	+2,100	New	+$190K	0.02%	288
2016 Q2	–	Sell	-3,158	Closed	-$214K	–	283
2016 Q1	$214K	Hold	3,158	–	–	0.04%	251
2015 Q4	$227K	Sell	3,158 -300	-9%	-$21.2K	0.05%	238
2015 Q3	$229K	Hold	3,458	–	–	0.05%	228
2015 Q2	$257K	Hold	3,458	–	–	0.05%	228
2015 Q1	$251K	Hold	3,458	–	–	0.05%	232
2014 Q4	$236K	Sell	3,458 -300	-8%	-$20.1K	0.05%	249
2014 Q3	$240K	Sell	3,758 -200	-5%	-$12.5K	0.05%	238
2014 Q2	$241K	Hold	3,958	–	–	0.05%	246
2014 Q1	$232K	Hold	3,958	–	–	0.05%	247
2013 Q4	$219K	Hold	3,958	–	–	0.05%	251
2013 Q3	$200K	Buy	+3,958	New	+$199K	0.05%	260

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Courier Capital's XLV Position: Q2 2026 in Review

Courier Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.2% in Q2 2026, buying an estimated $263K and bringing the position to 35,505 shares worth $5.63M. The position accounts for 0.28% of the portfolio, ranked #91.

Courier Capital first reported a position in XLV in Q3 2013 and has held it in 39 quarters since. The position peaked at $8.56M in Q3 2024. 851 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Courier Capital held 35,505 shares of State Street Health Care Select Sector SPDR ETF worth $5.63M as of Q2 2026.
Courier Capital bought 1,770 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $263K.
State Street Health Care Select Sector SPDR ETF made up 0.28% of Courier Capital's portfolio in Q2 2026, its #91 holding.
Courier Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and has held it in 39 quarters since.
Courier Capital's State Street Health Care Select Sector SPDR ETF position peaked at $8.56M in Q3 2024.
851 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.